Why Ongoing Financial Guidance Matters
Your financial plan is a living, breathing document. What worked last year may not fit your situation today.
Without consistent monitoring and adjustments, even the best financial plans can drift off course. Ongoing guidance keeps your strategy aligned with your life and goals—helping you stay proactive instead of reactive.
With regular check-ins, we help you:
- Adjust to changes in income, expenses, or lifestyle.
- Rebalance portfolios and update tax strategies.
- Plan for big decisions—retirement, education funding, or a business transition.
- Understand how new legislation or market changes affect your plan.
- Keep your goals front and center, no matter what life brings.
In short, we help you stay on track.
What Ongoing Financial Guidance Looks Like
- Regular Planning Reviews
We meet with clients throughout the year—typically once or twice annually for full reviews, plus as-needed sessions when life changes happen. During these reviews, we update projections, review progress toward goals, and fine-tune your plan.
- Continuous Portfolio Oversight
Our investment team actively monitors your portfolio, adjusting as needed for market trends, interest-rate shifts, and changes in your risk tolerance.
- Real-Time Collaboration
Whether it’s tax season or a business decision, you’ll have ongoing access to your OnePoint advisor. We collaborate directly with your CPA, attorney, and other professionals to make sure every part of your financial life stays connected.
- Proactive Communication
We don’t wait for you to call us—we reach out with updates, insights, and opportunities. You’ll always know where you stand and what’s ahead.
- Adapting as Life Changes
Career shifts, retirement, marriage, inheritance, new business ventures—your financial life evolves constantly. We adjust your plan so it evolves, too.
Benefits of Long-Term Financial Partnership
- Confidence through every life stage — Knowing someone is always watching over your financial plan brings peace of mind.
- Smarter, faster decisions — When opportunities or challenges arise, you already have a trusted advisor who understands your full picture.
- Better tax and investment outcomes — Regular updates allow for timely tax-loss harvesting, Roth conversions, or rebalancing before year-end.
- Accountability and clarity — We keep your goals front and center, helping you make decisions that align with your long-term vision.
Who We Serve
Our Boise financial advisors work with professionals, business owners, and families who want a partner who’s with them every step of the way. Whether you’re growing wealth, preparing for retirement, or planning a legacy, our ongoing guidance helps you stay organized, informed, and confident.
Why Work with Sean McCarthy and the OnePoint Team
- Fiduciary Standard: We always put your interests first.
- Local Presence, National Perspective: Based in Boise, serving clients throughout Idaho and across the country.
- Comprehensive Planning: We connect investments, taxes, estate planning, and risk management into one cohesive plan.
- Personal Connection: You’ll always work directly with a dedicated advisor who knows your story—not a call center.
At OnePoint, we don’t believe in “set it and forget it.” We believe in staying engaged, informed, and aligned with you—every step of your financial journey.
Frequently Asked Questions (FAQs)
Ongoing Financial Guidance in Boise, Idaho
At OnePoint BFG Wealth Partners in Boise, we believe financial planning isn’t a one-time event—it’s an ongoing partnership. Life changes, and we work alongside you through every transition.
Led by Sean McCarthy, CFP®, ChFC®, RICP®, our Boise-based team specializes in helping professionals, families, and business owners make smart, strategic financial decisions—year after year.
Why Ongoing Financial Guidance Matters
Your financial plan is a living, breathing document. What worked last year may not fit your situation today.
Without consistent monitoring and adjustments, even the best financial plans can drift off course. Ongoing guidance keeps your strategy aligned with your life and goals—helping you stay proactive instead of reactive.
With regular check-ins, we help you:
In short, we help you stay on track.
What Ongoing Financial Guidance Looks Like
We meet with clients throughout the year—typically once or twice annually for full reviews, plus as-needed sessions when life changes happen. During these reviews, we update projections, review progress toward goals, and fine-tune your plan.
Our investment team actively monitors your portfolio, adjusting as needed for market trends, interest-rate shifts, and changes in your risk tolerance.
Whether it’s tax season or a business decision, you’ll have ongoing access to your OnePoint advisor. We collaborate directly with your CPA, attorney, and other professionals to make sure every part of your financial life stays connected.
We don’t wait for you to call us—we reach out with updates, insights, and opportunities. You’ll always know where you stand and what’s ahead.
Career shifts, retirement, marriage, inheritance, new business ventures—your financial life evolves constantly. We adjust your plan so it evolves, too.
Benefits of Long-Term Financial Partnership
Who We Serve
Our Boise financial advisors work with professionals, business owners, and families who want a partner who’s with them every step of the way. Whether you’re growing wealth, preparing for retirement, or planning a legacy, our ongoing guidance helps you stay organized, informed, and confident.
Why Work with Sean McCarthy and the OnePoint Team
At OnePoint, we don’t believe in “set it and forget it.” We believe in staying engaged, informed, and aligned with you—every step of your financial journey.
Frequently Asked Questions (FAQs)
It means your advisor stays involved year-round—reviewing your plan, monitoring investments, and helping you make smart decisions as your life evolves.
We typically hold comprehensive reviews once or twice a year, but we’re available anytime something changes—career shifts, new goals, or life events.
We can build on your existing financial plan. Our role is to update, optimize, and help you implement your plan so it stays current and effective.
Not at all. It’s for anyone who values proactive communication and consistent strategy—whether you’re building wealth, running a business, or preparing for retirement in Boise.
Our services are fee-based and fully transparent. You’ll always know what you’re paying and what’s included.
Local advisors understand Idaho’s tax landscape, cost of living, and business environment. Working with someone nearby means you’ll always have a partner who understands your financial reality.
If you want more than one-time advice—and prefer an advisor who stays engaged, anticipates change, and helps you adapt—ongoing guidance is the ideal fit.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.